Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
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-85,009
1127
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-11,171
1128
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-117,500
1129
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-80,000
1130
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1132
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-218,475
1133
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-8,940
1134
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-1,080,924
1135
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-45,270
1136
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-85,251
1137
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-4,690
1138
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-23,367
1139
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1140
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1141
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-8,960
1142
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-9,942
1143
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-296,060
1144
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1145
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-333,380
1146
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-7,018
1147
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-6,947
1148
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-172,700
1149
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-17,400
1150
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-2,939
44 45
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